Financial Services Representative - State Farm Agent Team Member

Responsive recruiter

About our Agency:
Trinesha launched the agency on January 1, 2011 and has since built a strong team of nine licensed agents dedicated to exceptional service. In our office, we pride ourselves on providing a personal touch, often handling eligible claims in-house to make the process smoother for our customers. Plus, our mini Australian Shepherd, Baxter, adds a little extra joy to the workplace!

As a Chartered Financial Consultant (ChFC), Trinesha brings a wealth of expertise to our agency, especially when it comes to guiding customers through financial services. Our community is at the heart of everything we do—we sponsor Mason High School Performing Arts, Mason Junior Bulldogs Football, Holt Wrestling, and the Mason Courthouse music events. We also participate in meaningful initiatives like volunteering at Hospice of Lansing Stoneleigh Residence, donating birthday bags to the Mason community, and offering Kona Ice events four times a year.

Our team enjoys excellent perks, including a Simple IRA, health benefits, and group life insurance. The culture here is fast-paced yet family-oriented, emphasizing hard work, integrity, and personal connection. Instead of a telephone tree, we prioritize human interaction—along with cookies and coffee to keep things warm and welcoming!

ROLE DESCRIPTION:
As a  Financial Services Representative – State Farm Agent Team Member with Trinesha Goebel - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

QUALIFICATIONS:

• Must be able to obtain relevant financial service licenses.
• Proficiency in Microsoft Office applications.
• Strong mathematical skills.
• Excellent analytical, organizational, and problem-solving skills.
• Effective communication skills.
• Exceptional customer service skills.
• Successful track record of meeting sales goals/quotas preferred

BENEFITS:

• Hourly pay plus commission/bonus
• Health benefit (Medical, Vision, Dental)
• Paid time off (vacation and personal/sick days)
• Valuable experience
• Growth potential/Opportunity for advancement within my agency

Compensation: $45,000.00 - $65,000.00 per year

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Mason, MI and help customers with their insurance and financial services needs, including: 

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

 

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.